Strategy

The Claude Code Playbook for Sales Operations Analysts

How RevOps and sales operations analysts are using Claude Code and Visimade to automate quota setting, pipeline analysis, rep performance reporting, compensation modeling, and the planning grind that consumes every Q4.

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The Claude Code Playbook for Sales Operations Analysts

Claude Code for the IB Vice President: Managing Deals, Not Spreadsheets
Strategy

Claude Code for the IB Vice President: Managing Deals, Not Spreadsheets

How investment banking VPs are using Claude Code and Visimade to run deal processes, manage multiple live transactions, prepare for client meetings, and review work product at a level of speed and quality that was previously impossible.

February 10, 2026
The Claude Code Playbook for FP&A Analysts
Strategy

The Claude Code Playbook for FP&A Analysts

How FP&A teams are using Claude Code to slash the time spent on variance analysis, budget consolidation, forecasting, board reporting, and the monthly close grind — with prompts you can use today.

February 10, 2026
The Claude Code Playbook for Investment Banking Analysts
Strategy

The Claude Code Playbook for Investment Banking Analysts

Concrete ways junior and mid-level IB analysts are using Claude Code to cut hours off pitch books, financial models, due diligence, and the daily grind of deal execution — without compromising quality or confidentiality.

February 10, 2026
From Account List to Balanced Territories: AI-Powered Sales Planning with Claude Code and Visimade
Strategy

From Account List to Balanced Territories: AI-Powered Sales Planning with Claude Code and Visimade

How to turn a raw list of 1,000 to 100,000 accounts into balanced sales territories with equitable quotas — then use a live Visimade page to model scenarios, adjust assumptions, and align your leadership team.

February 9, 2026
Building a Private Placement Deal Room with Claude Code and Visimade
Strategy

Building a Private Placement Deal Room with Claude Code and Visimade

A practical guide to building a deal call log and investor pipeline tracker for capital raises — with kanban stages, NDA tracking, data room access logs, LOI management, and AI-generated activity reports.

February 9, 2026
Building a Deep Research Workbench on Visimade: From Raw Data to Published Intelligence
Strategy

Building a Deep Research Workbench on Visimade: From Raw Data to Published Intelligence

How to use Visimade's AI Chat, data storage, image search, and publishing APIs to build a single-page company research tool that gathers, analyzes, stores, and shares investment intelligence.

February 8, 2026
Building Agentic AI Workflows That Scale Across the Enterprise
Strategy

Building Agentic AI Workflows That Scale Across the Enterprise

How leading buy-side firms are deploying multi-agent systems to automate research pipelines, earnings analysis, and portfolio construction — without sacrificing analyst oversight.

February 6, 2026
The Claude Code Playbook for Sell-Side Equity Research Analysts
Strategy

The Claude Code Playbook for Sell-Side Equity Research Analysts

How sell-side research analysts are using Claude Code and Visimade to accelerate earnings models, publish research notes faster, maintain estimate revisions, and build client-facing intelligence dashboards.

February 11, 2026
The Claude Code Playbook for Private Equity Associates
Strategy

The Claude Code Playbook for Private Equity Associates

How PE associates are using Claude Code and Visimade to automate portfolio monitoring, deal screening, LP reporting, 100-day plans, and add-on acquisition analysis — reclaiming hours from the operational grind of fund management.

February 10, 2026
From Raw CSV to Published Report: Using Claude Code and the Visimade API
Technology

From Raw CSV to Published Report: Using Claude Code and the Visimade API

A step-by-step guide to analyzing large CSV files with Claude Code, then publishing the results as a live, shareable report page on Visimade — no manual formatting, no emailing attachments.

February 9, 2026
40 Company Logos in 5 Minutes: Using Claude Code and SerpAPI to Build a Logo Deck
Technology

40 Company Logos in 5 Minutes: Using Claude Code and SerpAPI to Build a Logo Deck

A hands-on walkthrough for non-programmers: sign up for SerpAPI, hand Claude Code a list of companies, and get a polished PowerPoint grid of logos — no coding required.

February 8, 2026
Advanced Prompt Engineering for Financial Modeling Agents
Technology

Advanced Prompt Engineering for Financial Modeling Agents

Structured prompting techniques that transform general-purpose LLMs into reliable financial analysis engines — with concrete examples from DCF, comparable company analysis, and credit risk assessment.

February 3, 2026
The Claude Code Playbook for Wealth Managers and Financial Advisors
Strategy

The Claude Code Playbook for Wealth Managers and Financial Advisors

How RIAs and financial advisors are using Claude Code and Visimade to automate client portfolio reviews, generate rebalancing proposals, build financial plans, prepare for prospect meetings, and create client-facing dashboards that justify your fee.

February 12, 2026
The Claude Code Playbook for Investor Relations Officers
Strategy

The Claude Code Playbook for Investor Relations Officers

How IR teams are using Claude Code and Visimade to prepare for earnings, analyze shareholder composition, benchmark against peers, manage Q&A prep, and build investor-facing dashboards that replace static PDF fact sheets.

February 12, 2026
The Claude Code Playbook for Corporate Development Analysts
Strategy

The Claude Code Playbook for Corporate Development Analysts

How corp dev teams are using Claude Code and Visimade to manage internal M&A pipelines, screen acquisition targets, track integration progress, model synergies, and keep the C-suite informed — without drowning in spreadsheets.

February 11, 2026
Getting Claude Code Running on Windows: A Plain-English Guide
Technology

Getting Claude Code Running on Windows: A Plain-English Guide

You don't need to be a developer to use Claude Code. This step-by-step walkthrough takes you from a fresh Windows PC to a working Claude Code installation in under 30 minutes.

February 7, 2026
Governance Frameworks for AI Agents in Regulated Finance
Risk

Governance Frameworks for AI Agents in Regulated Finance

A practical guide to building compliance-ready AI agent deployments that satisfy regulators, protect client data, and maintain the audit trails that risk officers demand.

January 28, 2026
Replacing VBA Macros with Claude Code: A Migration Guide
Technology

Replacing VBA Macros with Claude Code: A Migration Guide

Your VBA macros are a liability — they break on Excel updates, nobody understands the code, and they can’t connect to modern APIs. Here’s how to migrate your most critical macros to Claude Code workflows that are maintainable, extensible, and actually work.

February 13, 2026
Building a Client Portal on Visimade in Under an Hour
Technology

Building a Client Portal on Visimade in Under an Hour

Stop emailing reports. Build a branded client portal where stakeholders log in to see live dashboards, download documents, and track project status — using Claude Code as the engine and Visimade as the platform.

February 13, 2026
Can AI Agents Generate Alpha? Evidence from Early Adopters
Markets

Can AI Agents Generate Alpha? Evidence from Early Adopters

Analyzing the first wave of quantitative and fundamental funds using agentic AI for idea generation, with performance attribution data and lessons from live deployments.

January 20, 2026
Building an Internal Deal CRM on Visimade with Claude Code
Strategy

Building an Internal Deal CRM on Visimade with Claude Code

Your deal flow lives in spreadsheets, email threads, and someone’s head. Here’s how to build a purpose-built deal CRM on Visimade — with pipeline tracking, contact management, activity logging, and AI-generated deal memos — using Claude Code as the engine.

February 15, 2026
Claude Code for PDF Extraction: From Unstructured Documents to Structured Data
Technology

Claude Code for PDF Extraction: From Unstructured Documents to Structured Data

Financial professionals drown in PDFs — CIMs, pitch books, research reports, statements, and filings. Here's how to use Claude Code to extract tables, financials, and key data from any PDF and turn it into structured, usable data.

February 14, 2026
Automating SEC and Regulatory Filing Analysis with Claude Code
Technology

Automating SEC and Regulatory Filing Analysis with Claude Code

How to use Claude Code to parse 10-Ks, 10-Qs, proxy statements, and 13F filings in minutes instead of hours — extracting financial data, risk factors, executive compensation, ownership changes, and material disclosures into structured formats.

February 14, 2026
The Financial Analyst of 2030: Agent Conductor, Not Spreadsheet Jockey
Opinion

The Financial Analyst of 2030: Agent Conductor, Not Spreadsheet Jockey

The role of the financial analyst is undergoing its most significant transformation since the introduction of the electronic spreadsheet. Here's what the profession looks like on the other side.

January 14, 2026
AI Agents and the Future of Compliance Monitoring
Risk

AI Agents and the Future of Compliance Monitoring

Compliance teams are understaffed, regulations are multiplying, and manual monitoring can't keep pace. Here's how AI agents — powered by Claude Code and deployed on platforms like Visimade — are transforming compliance from a backward-looking audit function into a real-time risk management capability.

February 16, 2026
The Hidden Cost of Bad Data in Sales Planning
Opinion

The Hidden Cost of Bad Data in Sales Planning

Your territories are unbalanced because your data is wrong. Your quotas are unfair because your segments are stale. Your forecasts miss because your pipeline data is garbage. Bad data isn’t a tech problem — it’s a revenue problem. Here’s what to do about it.

February 15, 2026
Deploying AI Agents for Fixed Income Credit Analysis
Strategy

Deploying AI Agents for Fixed Income Credit Analysis

A step-by-step playbook for building agent-powered credit research workflows that process covenant packages, analyze issuer fundamentals, and monitor portfolio risk in real time.

January 7, 2026
Why Your Excel Model Is a Liability
Opinion

Why Your Excel Model Is a Liability

That 47-tab Excel model running your $500M business was built by an analyst who left 3 years ago, has no documentation, circular references nobody understands, and a hardcoded assumption from 2019 that nobody remembers. It’s not an asset — it’s a ticking time bomb.

February 16, 2026

## The Compliance Crisis: Why Manual Monitoring Is No Longer Viable The modern compliance landscape is defined by a single, uncomfortable truth: regulatory requirements are growing exponentially while compliance teams remain largely the same size they were a decade ago. The gap between what regulators expect and what compliance departments can realistically deliver has never been wider — and the consequences of falling short have never been more severe. Consider the sheer volume of regulation t…

# The Hidden Cost of Bad Data in Sales Planning I'm going to say something that every sales ops leader knows but nobody wants to admit out loud: **your data is bad.** Not just a little off. Bad. Wrong addresses, stale revenue estimates, outdated industry codes, duplicate accounts, phantom contacts — the whole mess. And it's costing you far more than you think. I've spent fifteen years in sales operations, and I've seen the same pattern at every company I've worked with. The CRM is a graveyard o…

# Replacing VBA Macros with Claude Code: A Migration Guide Your VBA macros are keeping the lights on — until they don't. That macro Dave wrote in 2016 to generate the weekly sales report? Dave left two years ago. Nobody knows how it works. It broke when IT upgraded to Office 365. And now it is Monday morning, the CEO wants the report, and you are staring at a wall of `Sub Worksheet_Change()` spaghetti code hoping you can patch it before the 9 AM standup. This is not a hypothetical. This is the …

## The Uncomfortable Truth Let me paint you a picture. It’s Monday morning. The CFO walks into the boardroom with a 47-tab Excel model open on her laptop. This model drives a $500 million capital allocation decision. The board reviews the numbers. They ask a few questions. They approve the plan. Nobody in that room knows that the model was originally built by an analyst named Kevin who left the company three years ago. Nobody knows that Kevin hardcoded an interest rate assumption in cell G47 on…

# Building an Internal Deal CRM on Visimade with Claude Code Your deal flow lives in spreadsheets, email threads, and someone's head. That is not a system — it is a liability. Every firm that runs on Excel trackers, shared drives, and tribal knowledge is one departure away from losing institutional memory. This guide walks you through building a purpose-built deal CRM on Visimade using Claude Code as the development engine — complete with pipeline tracking, contact management, activity logging,…

## The PE Associate's New Operating System Private equity associates occupy one of the most demanding seats in finance. You are simultaneously the portfolio company's analyst, the deal team's researcher, the LP's narrator, and the operating partner's project manager. The hours are long not because the intellectual work is hard — it is, but that is not what kills you — but because the operational work is relentless. Formatting. Reconciling. Re-formatting. Copying numbers from one spreadsheet to …

# Claude Code for PDF Extraction: From Unstructured Documents to Structured Data Financial professionals live in a world of PDFs. Confidential Information Memorandums, pitch books, broker statements, research reports, loan documents, insurance policies, tax returns, regulatory filings — the most critical information in finance arrives as a static, unstructured document. And every day, analysts spend hours manually copying numbers from these PDFs into spreadsheets, re-keying data that already ex…

In every wealth management practice, there is a tension that never fully resolves. Clients expect — and deserve — personalized attention. They want portfolio reviews that reflect their specific holdings, financial plans that model their specific goals, and market commentary that speaks to their specific concerns. But an advisor managing 80 to 150 households cannot manually build every review deck, every rebalancing proposal, every financial plan update, every prospect pitch, and every complianc…

# Building a Client Portal on Visimade in Under an Hour Every professional services firm hits the same wall. You finish a deliverable, attach it to an email, and hit send. Then the questions start: "Can you resend last month's report?" "Where's the latest version?" "My colleague needs access too." You spend hours each week re-sending files, re-explaining metrics, and managing a chaotic web of email threads. Meanwhile, your clients are frustrated because they can never find what they need. There…

# Automating SEC and Regulatory Filing Analysis with Claude Code Every year, publicly traded companies in the United States file thousands of pages of regulatory documents with the Securities and Exchange Commission. Analysts, compliance officers, lawyers, and portfolio managers spend tens of thousands of hours reading these filings — 10-Ks, 10-Qs, proxy statements, 13F institutional ownership reports, 8-K material event disclosures, and Form 4 insider transaction reports. The vast majority of …